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ANETArista Networks, Inc.
$201.80$254.1B
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Arista Networks, Inc. (ANET) Research Brief

Wall Street consensus, price target range, and equity research thesis

Buy53 Analyst Coverage
Consensus Target
$225+11.6% Upside
Current: $201.80
Analyst Range
Low $164High $289
12-Month High/Low Spread
Ratings Mix
40 Buy·13 Hold·0 Sell
Earnings & Valuation
EPS Beat 15.1%
Forward P/E: 50.1x

Executive Summary & Research Take

Wall Street currently rates ANET buy with a 12-month price target of $225 (+11.6% upside). The sections below cover the bull case, key risks, and latest earnings context for Arista Networks, Inc..

Recent Analyst Actions

ANET Analyst Upgrades & Price Target Changes

2 of 2 analysts raised targets. Recent price target changes and ratings for ANET.

Updated Jun 2026
FirmActionRatingPrice Target
Morgan StanleyRaisedOverweight$180$190
B of A SecuritiesRaisedBuy$185$200

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Analyst Research Summary

Investment Thesis: Bull Case & Risk Factors

A structured look at the bull case, the risks, and the most recent earnings execution for ANET.

Current setup

ANET beat estimates last quarter. Below are the key reasons analysts remain constructive and the risks that could change that view.

Bull Case

What keeps the long thesis intact

  • AI Infrastructure DemandArista is positioned to benefit from the ongoing buildout of AI-driven data center infrastructure, driven by strong hyperscale demand.
  • Robust Revenue GrowthThe company is projected to achieve year-over-year revenue growth of around 30%, fueled by increased capital investments from cloud service providers.
  • Technological AdvancementsArista's adoption of XPOspec and XPO/LPO technologies, along with strong partnerships, enhances its market position.
  • Positive Analyst SentimentA significant majority of analysts rate ANET as 'Buy' or 'Strong Buy', with a median price target suggesting potential upside, including a projection of $210 per share.
  • Strong Financial PositionArista has a strong balance sheet with substantial cash reserves and no debt, allowing for reinvestment in growth opportunities.

Wall Street rates ANET buy, giving the bull case institutional backing from 53 analysts.

Watch Out For

What can break the setup quickly

No AI-generated risk factors available for ANET yet.

Watch whether new negative commentary on ANET points to these structural risks or is simply reacting to short-term price moves.

ANET Earnings Reaction — What the Last Quarter Showed

Last Quarter

EPS
$1.02 vs $0.89 est.Beat 15.1%
Revenue
$3.0B vs $2.8B est.Beat 7.3%
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ANET — Frequently Asked Questions

Quick answers to the most common questions about buying ANET stock.

What is the analyst consensus on ANET?
Verdict

ANET has modest upside — analysts rate it "Buy" with a $225 target, implying +11.6% from today's $201.80. This is informational only — verify the data and consider your own risk tolerance before deciding.

What are recent analyst rating changes for ANET?
Timing

Timing depends on your horizon, but the data signals are: consensus rating "Buy" with +11.6% upside to the $225 target. In the past 30 days, 2 of 2 covering analysts raised their price targets — a bullish signal.

What is the price target for ANET stock?
Price Target

ANET's consensus 12-month price target is $225, set by 53 Wall Street analysts. The bull case high is $289 and the bear case low is $164. From the current price of $201.80, this implies +11.6% upside.

Is ANET overvalued or undervalued?
Valuation

ANET appears fairly valued — the $225 consensus target is roughly in line with today's $201.80 (+11.6%). It trades at a forward P/E of 50.1x. Targets range from $164 (bear) to $289 (bull), reflecting different assumptions about growth and margins.

What were ANET's latest earnings results?
Earnings

ANET reports next quarter. Earnings-week moves are volatile — historically, analyst targets revise upward after a beat and downward after a miss. The current consensus is "Buy" with a $225 target. Consider position sizing rather than going all-in pre-print.

What is the bull case for ANET?
Coverage

Of 53 analysts covering Arista Networks, Inc. (ANET): 0 Strong Buy, 40 Buy, 13 Hold, 0 Sell, 0 Strong Sell — a "Buy" consensus. The 12-month price target is $225 (range $164–$289). Bullish analysts outnumber bearish by more than 2-to-1.

What are the risks of investing in ANET?
Risks

No analyst currently rates ANET a Sell, but the 13 Hold ratings reflect concerns about valuation, execution risk, or near-term catalysts. See the Bull vs. Risk cards above for the specific theses on Arista Networks, Inc..

Financial Data & Software Notice: VCP Scanner is an educational financial research database and stock screening software platform. VCP Scanner does not generate, recommend, or package trade decisions, buy/sell signals, or personalized investment advice. Consensus ratings and price targets reflect aggregated third-party Wall Street analyst research from public SEC filings. See our Terms of Service and Privacy Policy.